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Klevens Capital Management News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Mariner Acquires $360M California Firm

Mariner Wealth Advisors is acquiring the Sacramento, Calif.-based firm Confluence Financial Planning with about $360 million in managed assets.

Overland parkUnited statesCynthia meyersMarty bicknellMariner wealth advisorsConfluence financial planningPresident marty bicknellSpring financial wellnessBoston based baystate wealth managementKlevens capital managementEdelman financial engines

RIA Roundup: Dakota Wealth Grows to $3 8B with Jonathan D Pond

Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes

United statesMerrill lynchJohn anninoAnne crabbeStacy costnerJoe duranJanet byasLeslie dentingerTerry fleischmanGordon rossPeter raimondiBrian ruppJennifer dorganJoanna schaulBobby yountBerthel fisher

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